Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Intel Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days earlier. Intel’s Q2 revenue rose 25% year over year, a massive acceleration from Q1’s 7% growth. Margins jumped to […]

Marvell stock jumps after the chip maker announces it issued a warrant to Google to purchase up to 59 million shares.
The partnership deepens Marvell's role in custom AI silicon.
Google's parent is tapping another bond market.

Marvell stock jumps after the chip maker announces it issued a warrant to Google to purchase up to 59 million shares.

Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion ($3.89 billion) in its first Australian dollar bond sale Wednesday, as the Google parent increasingly taps global debt markets amid an AI investment boom. Investors submitted more than A$18 billion ($12.8 billion) of orders,...

AI infrastructure spending is moving into a new phase. The first wave centered on buying as many GPUs as possible. Now hyperscalers are designing custom chips, networking systems, and memory architectures to squeeze more performance from every dollar and watt. Alphabet (NASDAQ:GOOG) is one of the companies pushing hardest in that direction. The company spent ... Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It

Marvell Technology Inc (NASDAQ:MRVL) issued Alphabet's Google a warrant to buy up to 58.97 million shares at $206.58 apiece, expanding a custom chip partnership between the two companies. The warrant would let Google purchase shares equal to roughly 6.7% of Marvell's shares outstanding if...

Marvell Technology, Inc. (NASDAQ:MRVL) is up more than 5% Wednesday after revealing a sweeping custom chip agreement with Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) that could sharply expand its role in Google’s artificial intelligence infrastructure. As part of the deal, Google received...

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.

As bond yields (^TYX, ^TNX, ^FVX) continue to surge ahead, EMJ Capital founder and president Eric Jackson and Yahoo Finance Markets and Data Editor Jared Blikre outline the impact this is having on Big Tech stocks and AI hyperscalers.

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.
Investing.com -- Marvell Technology Inc. shares rose nearly 11% in pre-market trading on Wednesday after the chipmaker announced a warrant agreement with Google linked to a custom chip partnership.

Marvell Technology stock jumped after the chipmaker announced a deal to develop chips for Alphabet unit Google.

By Avinash P and Purvi Agarwal Aug 19 (Reuters) - The main U.S. stock indexes were on track to open higher on Wednesday after a tech-led selloff in the previous session as investors assessed fresh

On August 17, Google, a unit of Alphabet Inc. (NASDAQ:GOOGL), agreed to buy internal business data from bankrupt Spirit Airlines for $10 million, outbidding a $7.5 million offer from AI data company Mercor. The haul includes employee emails, Microsoft Teams messages, spreadsheets, calendars, and marketing and operations records, all to be stripped of customer information […]

Marvell Technology said on Wednesday it has issued Alphabet's Google a warrant to buy a stake worth about $12.18 billion as part of a deal to help develop custom chips for the search giant. Shares of the custom chipmaker jumped more than 11% in premarket trading, while larger rival Broadcom was down over 3%. Demand for custom chips such as Google's tensor processing units (TPUs), used for AI workloads, has surged in recent years as businesses seek alternatives to Nvidia's pricey graphics processors.

Eagle Point Credit Management LLC is providing a roughly $1.3 billion private credit loan for a sprawling AI data center in Texas tied to Anthropic PBC, giving the investment firm a key role in one of the latest jumbo financings fueling the artificial intelligence boom.
Alphabet Eyes Nearly 7% Cost on Long-Dated Australian Dollar Bond

Stock Market Today: The Dow Jones index rises Wednesday ahead of the Fed minutes. Nvidia supplier SK Hynix jumps on a stock buyback.

Tesla recently teased a Cybercab launch event, which could be a catalyst to send shares higher. Monday evening, Tesla teased the coming launch event on X, saying that customers riding a Tesla robo-taxi through Aug. 23 would have a chance to be invited to a Cybercab launch event. Tesla launched an AI-trained robo-taxi service in Austin, Texas, in June 2025 using Model Y vehicles running the company’s Full-Self Driving software.

Consumer data has become more than a record of historical transactions. It has become a tool for shaping future behavior.

Aurora Innovation operates the only driverless Class 8 trucks running at scale on U.S. public roads, and that monopoly position is drawing serious attention from some of the heaviest hitters in freight and tech.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. The new habits they’re cultivating are also unlocking the next leg of growth for the industry, which has gained 11.8% over the past six months, almost identical to the S&P 500.
According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.


